Request a sales engineer for pre-sales technical support
Loop in a sales engineer with the right context. Revo writes the brief, picks the right SE, and proposes a meeting time inside one Slack ping.
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You message Revo, 'I need an SE for a security review on Acme.' Revo opens the deal, reads the discovery notes, pulls the prospect's tech stack, drafts the brief (who, what they want, what's the technical question, what stage the deal is in), picks the SE whose specialty matches and who actually has bandwidth this week.
It posts in the right Slack channel with deal link, ask, and 3 proposed time slots that work for both the SE's calendar and the prospect's. SE drops a thumbs up, Revo books the meeting and updates the deal record. Total time spent: zero forwarded threads.
- 1
Read the ask
Security review, architecture deep dive, integration question, custom demo — classify the type of help needed.
- 2
Build the brief
Deal context, prospect tech stack, specific technical question, stage and timeline.
- 3
Pick the SE
Match specialty (security, data, integrations) with current bandwidth from calendar and Slack.
- 4
Propose times
3 slots that work for SE calendar and align with prospect's known availability.
- 5
Book and update
On SE accept, send calendar invite to prospect, log the SE engagement on the deal record.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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